Position in AYI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$252,362
-$88,938 QoQ
Shares Held
670
-41.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#454
of 632 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Semanteon Capital Management, LP holds $482,692 across 2 Electrical Equipment & Parts names. AYI ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AYI |
Acuity Inc. (De)
This page
|
670 | $252,362 | |
| 2 | NVT |
nVent Electric plc
|
1,358 | $230,330 |
All Filings in AYI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,362 | 670 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $341,300 | 1,144 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||